Client Onboarding Analyst - Wealth Management (Account Opening)

Testing Site - JPMC; Metro Manila; Sur place; PHP 420 000 - 720 000; Plein temps

Résumé du poste

Testing Site - JPMC in the Philippines Private Banking unit seeks an Account Opening Analyst to support onboarding from client intake to compliance review. You will collect required documents, review legal paperwork, and ensure alignment with internal policies and regulatory standards.

You will act as SME on onboarding documentation, serve as the primary contact for account opening issues, and collaborate with client teams to deliver a seamless client experience while maintaining risk controls.

Qualifications

• Minimum two years of experience in financial services, operations, or compliance.
• Strong written and verbal communication with a sense of urgency and ability to prioritize and multitask.
• Ability to quickly learn new or unfamiliar tasks under pressure and meet fixed deadlines.
• Strong client focus and ability to collaborate with internal teams and client coverage.
• Independent and self-motivated, with adaptability in a fast-paced environment.
• Clear and confident communicator with the ability to influence stakeholders.
• Skilled in conflict resolution and escalation when necessary.
• Strong analytical, prioritization, and organizational skills with a focus on risk controls.
• Ability to think laterally and understand broader business context.
• Proven ability to navigate complex organizational structures.
• Demonstrated experience as a key contributor in high-performing teams.

Responsabilités

• Partner with clients and client-facing teams to collect required legal documents and information in accordance with regulatory and internal policies
• Serve as a subject matter expert on legal documentation for onboarding clients to Private Banking platforms
• Act as the primary contact for account opening issues
• Provide expertise on account opening policies and procedures

Connaissances

Onboarding experience

Regulatory knowledge

Communication skills

Prioritization

Multitasking

Risk awareness

Stakeholder influence

Analytical thinking

Team collaboration

Adaptability

Description du poste

Shape the future of client onboarding in Private Banking. Join our team and make a direct impact by ensuring seamless account openings and compliance. Unlock your potential as you collaborate with talented professionals and develop expertise in regulatory requirements. Be at the heart of a dynamic environment where your skills drive client satisfaction and operational excellence. Make your mark with us and grow your career in a high-performing organization.

As an Account Opening Analyst in the US Private Bank, you partner with clients and internal teams to facilitate the onboarding process by collecting and reviewing legal documentation. You serve as a subject matter expert on account opening policies and procedures, acting as the primary contact for issue resolution. You will work in a fast-paced, collaborative environment, focusing on delivering exceptional client experiences while maintaining rigorous compliance standards. Your role offers opportunities for professional growth and the chance to contribute to a high-performing team.

Job Responsibilities:

• Partner with clients and client-facing teams to collect required legal documents and information in accordance with regulatory and internal policies
• Serve as a subject matter expert on legal documentation for onboarding clients to Private Banking platforms
• Act as the primary contact for account opening issues
• Provide expertise on account opening policies and procedures

Required qualifications, capabilities and skills:

• Minimum two years of experience in financial services, operations, or compliance
• Strong written and verbal communication skills with a sense of urgency and ability to prioritize and multitask
• Ability to quickly learn new or unfamiliar tasks under pressure and meet fixed deadlines
• Strong client focus and ability to collaborate with internal teams and client coverage
• Independent and self-motivated, with adaptability in a fast-paced environment
• Clear and confident communicator with the ability to influence stakeholders
• Skilled in conflict resolution and escalation when necessary
• Strong analytical, prioritization, and organizational skills with a focus on risk controls
• Ability to think laterally and understand broader business context
• Proven ability to navigate complex organizational structures
• Demonstrated experience as a key contributor in high-performing teams

Preferred qualifications, capabilities and skills:

• Management experience preferred
• Experience in client onboarding or documentation analysis preferred
• Prior experience in account opening, Anti-Money Laundering (AML), or Know Your Customer (KYC) is a plus